+40.9%
SWKS vs VTEB
+26.8%
+14.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +9.4% | -1.2% | +10.6% | +10.2% |
| 30D | +17.0% | +2.5% | +14.5% | +15.2% |
| 3M | +28.9% | -1.7% | +30.6% | +30.4% |
| 6M | +33.1% | -1.2% | +34.4% | +34.3% |
| YTD | +44.8% | -0.5% | +45.3% | +45.3% |
| 1Y | +36.2% | -0.1% | +36.3% | +36.4% |
| 3Y | +11.5% | +10.5% | +1.0% | +4.7% |
| 5Y | -37.1% | +2.6% | -39.6% | -39.2% |
| 10Y | +49.9% | +22.4% | +27.5% | +91.6% |
| All | +40.9% | +26.8% | +14.1% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling